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Episode | Date |
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101. Retiring Often with Jillian Johnsrud
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Sep 16, 2025 |
100. Big, Beautiful Bill: What Actually Changed for Consultants
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Sep 02, 2025 |
99. The Power of Pausing
|
May 27, 2025 |
98. Pausing on S-Corp Conversions in 2025
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May 13, 2025 |
97. How Does Tariff Math Work?
|
Apr 29, 2025 |
96. Weird Tax Trivia
|
Apr 15, 2025 |
95. Your Financial Check-Up
|
Apr 01, 2025 |
94. Case Study: Spring Break on Travel Points
|
Mar 18, 2025 |
93. Best Business Credit Cards: Travel Rewards vs Cash Back
|
Mar 04, 2025 |
92. Fiduciaries, Fees & Finding the Right Advisor with Luke Sauter, CPA / PFS
|
Feb 18, 2025 |
91. Consultants’ Tax Checklist: Getting Ready for Tax Season
|
Feb 04, 2025 |
90. Who can do your taxes and how much should it cost? with Steve Nay, EA
|
Jan 21, 2025 |
89. Turning off the noise in 2025
|
Jan 07, 2025 |
88. Best Business Books of 2024
|
Dec 10, 2024 |
87. You (Yes, you!) Might Owe Tax in Another State with Nicole McClintock
|
Nov 26, 2024 |
86. Retirement Plans for Consultants
|
Nov 12, 2024 |
85. Understanding Self-Employed Health Insurance with Jessica Skoney
|
Oct 29, 2024 |
84. The Value of Trademarks for Consultants with Paulina Proper
|
Oct 15, 2024 |
83. Unlocking Early Retirement: Joel Clermont's Story
|
Oct 01, 2024 |
82. Business Money 301: Cash Reserve
|
Sep 17, 2024 |
81. Teaching Kids About Money with Will Rainey
|
Sep 03, 2024 |
80. Buying vs. Renting a Vacation Home: A Case Study
|
Aug 20, 2024 |
79. New Ebook Announcement
|
Aug 14, 2024 |
78. Advisors, Robo-Advisors, & DIYing Your Investments
|
Aug 06, 2024 |
77. Demystifying Tax Rates: What You Need to Know
|
Jul 23, 2024 |
76. Budgeting, Conservative Investing, Finding The Right Finance Pro
|
Jul 09, 2024 |
75. Navigating early retirement options and "bridge years"
|
Jun 25, 2024 |
74. Should You Pay Off Your Mortgage Early?
|
Jun 11, 2024 |
73. [The Soloist Life] Building a Six-Figure Advisory Business (Working 15 Hours A Week)
|
May 28, 2024 |
Summer Series Trailer
|
May 21, 2024 |
72 - Stop Thinking About Profit...a new KPI
|
May 14, 2024 |
71 - What to Budget for When Writing a Book with Stephanie Chandler
|
Apr 30, 2024 |
70 - What Are the Odds of Getting Audited?
|
Apr 16, 2024 |
69 - SEP vs Solo 401(k) with Sean Mullaney, CPA
|
Apr 02, 2024 |
68-No Pain, No _______
|
Mar 19, 2024 |
67 - Happy Hour: Cost-Saving Travel Hacks
|
Mar 12, 2024 |
66-BONUS: Live BOI (Beneficial Ownership Information) Application Walkthrough
|
Mar 05, 2024 |
65-New Reporting Law for Consultants & Small Agency Owners (BOI FinCEN reporting)
|
Mar 05, 2024 |
64-To Hire or Not To Hire: Staying Solo with Geraldine Carter
|
Feb 20, 2024 |
63 - Happy Hour: LASIK, HSAs, Simple Path to Wealth, Donor-Advised Funds (DAFs)
|
Feb 13, 2024 |
62-To Hire or Not to Hire: Successful Hiring for Solopreneurs with Jamie Van Cuyk
|
Feb 06, 2024 |
61-When is an S-Corp a Bad Idea?
|
Jan 23, 2024 |
60-Financial Basics for Starting a Consulting Gig in 2024
|
Jan 09, 2024 |
59-Holiday Special: Kids & Money with a 12-year-old
|
Dec 26, 2023 |
58-Which Accountant Do You Need? CPA vs Bookkeeper vs CFO
|
Dec 19, 2023 |
57-When to Get a High-Yield Savings Account for Your Business
|
Dec 12, 2023 |
56-Growing a Business as a Corporate Refugee with David Shriner-Cahn
|
Dec 05, 2023 |
55-3 Things You Need to Change When Becoming an S-Corp
|
Nov 28, 2023 |
54-Thanksgiving Wishes from CC+M
|
Nov 21, 2023 |
53-Elevate Your Money Mindset with Sheila Hansen, CPA
|
Nov 14, 2023 |
52-Navigating the Transition: Starting A Private Practice as a Mental Health Professional, with Kate Stewart
|
Nov 07, 2023 |
51-Planning 2024 as a $1M Agency Owner
|
Oct 31, 2023 |
50-How Data Drives Revenue with Sarah Walton
|
Oct 24, 2023 |
49-The Zero-Tax Myth
|
Oct 17, 2023 |
48-Blending Business Models with Sales Maven, Nikki Rausch
|
Oct 10, 2023 |
47-Business Money 201: Charitable Giving
|
Oct 03, 2023 |
46-Business Money 201: Paying Yourself
|
Sep 26, 2023 |
[BONUS 4] 5 Cheapest States to go to College
|
Sep 22, 2023 |
45-Business Money 201: Paying the IRS
|
Sep 19, 2023 |
44-Business Money 201: Cashflow Consistency
|
Sep 12, 2023 |
43-[Retirement] Rolling over an old 401k
|
Aug 29, 2023 |
42-BONUS Happy Hour Book Review - Die With Zero by Bill Perkins
|
Aug 18, 2023 |
41-[Personal Taxes] Tax Credit for Summer Camp
|
Aug 08, 2023 |
40-[Personal Taxes] $1,200 Tax Credit for Home Improvements
|
Jul 11, 2023 |
39-Taxes & running your business abroad with Laurie Marson, CPA
|
Jun 13, 2023 |
38-Top Episodes & Summer Plans
|
May 30, 2023 |
37-Gaining Confidence in Business Decisions with Fathom
|
May 23, 2023 |
36-Navigating Midlife with Olympic Gold Medalist, Joe Jacobi
|
May 16, 2023 |
35-Saving Money with ChatGPT
|
May 09, 2023 |
34-Happy Hour Retirement Talk with Ben Goode, CPA - Part 2
|
May 02, 2023 |
33-Happy Hour Retirement Talk with Ben Goode, CPA - Part 1
|
Apr 25, 2023 |
32-Happy Tax Day!
|
Apr 18, 2023 |
31-Should I be Paying Quarterly Estimated Taxes?
|
Apr 11, 2023 |
30-Extending Your Tax Deadline: Do I Still Have to Pay On Time?
|
Apr 04, 2023 |
29-Scaling the Soloist Business Model with Jonathan Stark and Rochelle Moulton
|
Mar 28, 2023 |
28-Which Business Model is Right for Growing Your Business?
|
Mar 21, 2023 |
27-BONUS: SVB and what it means for YOUR business
|
Mar 16, 2023 |
26-Mailbag Questions #1: IRS audits, Bookkeeping AI, New Business Taxes
|
Mar 14, 2023 |
25-How to Pay Yourself from Your Business - Salary vs Owner Distributions vs Profit
|
Mar 07, 2023 |
24-The truth about Membership Programs with Natalie Eckdahl
|
Feb 28, 2023 |
23-Maximize your profitability by understanding your customer's lifetime value
|
Feb 21, 2023 |
22-Cash flow forecasting and business planning with Erin Harrigan
|
Feb 14, 2023 |
21-What's an S-Corp? And When Should I Become One?
|
Feb 07, 2023 |
20-Tax Basics...with ostriches and salads
|
Jan 31, 2023 |
19-Are you REALLY selling grill brushes?
|
Jan 24, 2023 |
18-Free Airfare for 2 Years With This Credit Card Hack
|
Jan 17, 2023 |
17-Moving from Corporate to Consulting with Karen Laos
|
Jan 10, 2023 |
16-Update - 1099 Law Change
|
Jan 03, 2023 |
16-Who Do I Need to Send a 1099 To?
|
Jan 03, 2023 |
15-Is Your Christmas Present Tax Deductible?
|
Dec 27, 2022 |
14-Top Business Books of 2022
|
Dec 20, 2022 |
13-What You SHOULDN'T Deduct As a Coach or Consultant
|
Dec 13, 2022 |
12-Idaho Special: Top 3 Breweries and Tax Incentives
|
Dec 06, 2022 |
11-The Right Time to Start Charitable Giving
|
Nov 29, 2022 |
10-Happy Thanksgiving
|
Nov 22, 2022 |
9-2023 Planning - 3 questions to ask yourself
|
Nov 15, 2022 |
8-Increasing Your Prices, with Podcast Coach Wren Robbins
|
Nov 08, 2022 |
7-Business Money 101: Bookkeeping Processes
|
Nov 01, 2022 |
6-Business Money 101: Bank Accounts
|
Oct 25, 2022 |
5-Business Money 101: Business Insurance
|
Oct 18, 2022 |
4-Business Money 101: LLCs & EINs
|
Oct 11, 2022 |
3-Business Money 101: Financial Foundations
|
Oct 04, 2022 |
2-A "No Money Shame" Zone
|
Oct 04, 2022 |
1-We Speak English Here
|
Oct 04, 2022 |
Welcome to Coaches, Consultants and Money!
|
Sep 12, 2022 |